WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$12.4M
3
+$6.37M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$5.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.25M

Top Sells

1
+$3.7M
2
+$2.87M
3
+$2.85M
4
USB icon
US Bancorp
USB
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.3M

Sector Composition

1 Financials 19.11%
2 Technology 11.75%
3 Consumer Discretionary 10.62%
4 Healthcare 9.91%
5 Industrials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.13M 0.06%
4
127
$1.12M 0.06%
79,160
+120
128
$1.08M 0.06%
24,515
+1,818
129
$1.06M 0.06%
13,379
+6,795
130
$1M 0.05%
19,370
+27
131
$997K 0.05%
+82,840
132
$994K 0.05%
17,965
-125
133
$990K 0.05%
3,627
-2
134
$980K 0.05%
14,351
+10,000
135
$932K 0.05%
13,463
+2,622
136
$889K 0.05%
4,768
+2,096
137
$854K 0.05%
+19,903
138
$851K 0.05%
9,999
-212
139
$846K 0.05%
7,538
+3,808
140
$830K 0.04%
4,296
-566
141
$823K 0.04%
+8,000
142
$813K 0.04%
5,556
-25,295
143
$807K 0.04%
5,945
+92
144
$790K 0.04%
9,919
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145
$769K 0.04%
9,529
+64
146
$743K 0.04%
8,496
+1,100
147
$734K 0.04%
7,491
+894
148
$715K 0.04%
+25,826
149
$715K 0.04%
6,029
+272
150
$699K 0.04%
32,880
+3,000
4 5
6
7 8